Brent Armstrong has been a part of the Weatherly crew since 2007 and became a Partner in 2015. He looks forward to continuing the high level of service and sophistication our clients have come to expect. Brent works closely with both current and prospective clients to best understand their financial situation, goals and concerns, in order to address those needs through creating financial plans and implementing investment recommendations. Brent is a key member of the investment committee and applies his security research to construct both new accounts and rebalance client managed accounts. As one of the main traders at WAM, he works in tandem with the other Partners to ensure all accounts have the appropriate asset allocation mix for the client’s particular situation. Brent also monitors the performance of managed accounts and maintains the composite performance for the firm. To further augment his leadership abilities, Brent joined a Key Executive chapter of Vistage!!!! in mid 2019. Brent currently serves on the board of a local child development center.
Brent received his B.S. degree from San Diego State University where he studied Business Administration with an emphasis in Financial Services. Prior to his career in Wealth Management, he worked for the Newport Beach Fire Department as an Ocean Lifeguard and Jr. Lifeguard Instructor.
Brent lives in San Diego with his wife and two children. Outside of Weatherly, Brent enjoys fishing, riding waves in Del Mar, traveling Baja or supporting SDSU Basketball.
Education:
San Diego State University, B.S. (Business Administration), California
Certifications:
License(s): Series 65 D
Exams: Series 3 (inactive)
CERTIFIED FINANCIAL PLANNER™ professional (CFP)A
Active Memberships:
ΣAE Alumni Association of San Diego
Financial Planning Association (FPA) +
Vistage Key Executive Program !!!!
Awards & Accomplishments:
Five-Star Best Personal Wealth Manager Award
Year(s): 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2024
San Diego Business Journal’s 40 Business Leaders under 40
Year(s): 2023
For more information about educational requirements, professional certifications, and professional designations, click here.
